RIA Intelligence

Business email

dsummers@eagleia.comreportedeagleia.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• E•••• I••••••••• A••••••• independent RIA current
  since Jun 8, 2012 · Downingtown, Pa
• E•••• I••••••••• A•••••••• L•• unclassified
  Jul 27, 2006 to Jun 11, 2007 · Exton, Pa
• W••••••••• W••••• M••••••••• L•• former
  Aug 24, 2004 to Oct 10, 2006 · Exton, Pa
• P•••••• A•••••••• I••• unclassified
  Mar 9, 2004 to Aug 11, 2004 · Exton, Pa
• B•••• • P••••• A••••••••• I••• unclassified
  Sep 30, 2002 to Nov 19, 2003 · Exton, Pa

• E•••• I••••••••• A•••••••• L•• to E•••• I••••••••• A•••••••
  left Jun 11, 2007, registered Jun 8, 2012 (1824 days) · Other
• W••••••••• W••••• M••••••••• L•• to E•••• I••••••••• A•••••••• L••
  left Oct 10, 2006, registered Jul 27, 2006 (-75 days) · Other
• P•••••• A•••••••• I••• to W••••••••• W••••• M••••••••• L••
  left Aug 11, 2004, registered Aug 24, 2004 (13 days) · Other
• B•••• • P••••• A••••••••• I••• to P•••••• A•••••••• I•••
  left Nov 19, 2003, registered Mar 9, 2004 (111 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address